Allow staff without billing permissions to see client Insurance details
If we could have some way therapists can see who the insurance payer is without having any billing permissions, that would be amazing! Our reasoning behind it is some insurance payers allow for two sessions a week versus one and it would help our ...
Select which diagnosis code appears on the progress note
When completing a client's progress note, allow me to choose which diagnosis appears on the note so that the diagnosis code displayed reflects the treatment performed for that date.
Guest
almost 7 years ago
in Notes & Cases
6
Future consideration
Allow me to run a report that displays all the deposits and withdrawals made from TheraNest out of my bank account so I know I can track the transactions related to client refunds, credit card processing fees, subscription fees, etc.
Choose which email when sending invoices and statements
If a client has more than one email address on file or hs a contact in their contact network with an email address on file, allow me to select which email to send the invoice, superbill, or statement to.
I want to choose whether I get notifications about certain things in TheraNest and how those notifications are sent. For certain things, an in-app alert is enough, but for other things I might want to be alerted in several ways (like text, email a...